Create a Customer Report
Date Range
Begin by selecting the start date range for which you’d like to report on. Click on the calendar icon to select a preset date range and click Load Data.
- Today: From 12:00 AM to the current time
- Yesterday: Previous day from 12:00 AM to 11:59 PM
- This Week: From Monday through Sunday of the current week
- Last Week: Previous week
- Last 7 Days: Previous seven days, including today
- This Month: From the first of the current month to the current day
- Last Month: Entire month before the current month
- Last 30 Days: Previous 30 days, including today
- Custom: Use the calendar to select start and end dates
Columns
- Display Name: Customer display name (if synced with QuickBooks)
- First Name: Customer first name
- Last Name: Customer first name
- Company Name: Customer company name (if commercial)
- Customer Phone: Customer’s primary phone number
- Customer Email: Customer’s primary email address
- Customer Phone 2: Customer’s secondary phone number
- Customer Email 2: Customer’s secondary email address
- Customer Assigned to: User assigned to the customer record
- Customer Lead Source: Customer lead source
- Customer Pipeline Status: Customer’s custom sales pipeline status
- Customer Next Steps: Next steps listed on custom sales pipeline
- Customer Notes: Notes on customer record
- Customer Job Notes: Job notes on customer record (automatically inserted onto job records)
- Parent Customer: Group and analyze data by the Parent Customer
- Location: Customer service address
- Status: Customer status
- Created At: Date and time the customer record was created in FieldPulse
- Total Invoice Amount: Total amount on related invoice
- Total Estimate Amount: Total amount on related estimate
- Total Invoice Amount Due: Remaining balance on related invoice
-
Estimate - Product
- Estimate - Total Product Cost: Sum of product line item costs on related estimate
- Estimate - Total Product Amount: Sum of product line item prices on related estimate
- Estimate - Total Product Margin: Overall margin on product line items on related estimate
-
Estimate - Service
- Estimate - Total Service Cost: Sum of service line item costs on related estimate
- Estimate - Total Service Amount: Sum of service line item prices on related estimate
- Estimate - Total Service Margin: Overall margin on service line items on related estimate
-
Invoice - Product
- Invoice - Total Product Cost: Sum of product line item costs on related invoice
- Invoice - Total Product Amount: Sum of product line item prices on related invoice
- Invoice - Total Product Margin: Overall margin on product line items on related invoice
-
Invoice - Service
- Invoice - Total Service Cost: Sum of service line item costs on related invoice
- Invoice - Total Service Amount: Sum of service line item prices on related invoice
- Invoice - Total Service Margin: Overall margin on service line items on related invoice
- Customer Tags: Tags attached to the customer record
- Account Type: Residential or Commercial
- Custom Fields: User-created fields related to the customer record
- Tax Exempt: Whether the customer is marked as tax exempt
Filters
- Display Name: select name
- First Name: select name
- Last Name: select name
- Company Name: select name
- Customer Phone: select phone number
- Customer Email: select email address
- Customer Phone 2: select phone number
- Customer Email 2: select email address
- Customer Assigned to: filter by contents
- Customer Lead Source: select lead source
- Customer Pipeline Status: select status
- Customer Next Steps: filter by contents
- Customer Notes: filter by contents
- Customer Job Notes: filter by contents
- Location: filter by contents
- Status: select status
- Created At: filter by date
- Customer Tags: filter by contents
- Account Type: filter by contents (Residential or Commercial)
- Custom Fields: select custom field
| Operator | Retrieves Data | Example | Data Retrieved |
|---|---|---|---|
| Equals | Equal to a specified value | Created By - Equals Tom Gause | For all records created by Tom Gause only |
| Not Equal | Different from a specified value | Tag - Not Equal to HVAC | For all records except those using the HVAC tag |
| Less Than | Lower than a specified value | #ID - Less than 1144 | For all records below #1144 |
| Less Than or Equal To | Lower than or equal to a specified value | Job Date/Time - Less than or equal to 12/13/2023 | For jobs scheduled before or on 12/13/2023 |
| Greater Than | Greater than a specified value | Job Duration - Greater than 60 minutes | For jobs in the In Progress status type for over 60 minutes |
| Greater Than or Equal To | Greater than or equal to a specified value | Job Date/Time - Greater than or equal to 1/1/2024 | For jobs scheduled on or after 1/1/2024 |
| In Range | Including and between two specified values | #ID - Between 1225 and 1236 | For all estimate records with #IDs between 1225 and 1236 |
| Starts With | Begins with a specified value | Title - Annual | For all job records beginning with Annual |
| Ends With | Ends with a specified value | Location - TX | For all job locations ending with TX |
| Blank | No values are in the field | Subtitle | For all job records with blank subtitles |
| Not Blank | Values in the field | Notes | For all job records with values in the notes field |
Common Customer Reports
Customer Invoice Total
Use this report to view the total invoice amount for each customer. Columns: Customize to your needs but must include First Name, Last Name, and Total Invoice Amount.Customers by Pipeline Status
Use this report to view your customers sorted by pipeline status. Columns: Customize to your needs but must include First Name, Last Name, and Pipeline Status. Group By: Pipeline StatusCustomers by Lead Source
Use this report to view your customers sorted by lead source. Columns: Customize to your needs but must include First Name, Last Name, and Lead Source. Group By: Lead SourceHave additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.